Podcast Episodes
Back to SearchSunday, August 9th
Episode 40
Dave Spano and Derek Felske cover the latest in earnings reports, the growing tension with China, and strength in the tech industry. Deanne Phillips…
6 years, 2 months ago
Sunday, August 2nd
Episode 39
"A ton of earnings", a quick chat about Tik Tok, the sudden pop in Kodak stock and a team segment about business succession planning.
6 years, 2 months ago
Sunday, July 26th
Episode 38
Earnings season and the latest issue with China.
6 years, 2 months ago
Sunday, July 19
Episode 37
What are the expectations of the Annex Wealth Management investment committee for the upcoming earnings season? We also visit with Bryan Fiore, bran…
6 years, 3 months ago
Sunday, July 12
Episode 36
Mark and Derek cover last week's markets, look ahead to earnings season, and offer some advice on putting an portfolio in place. Deanne Phillips sha…
6 years, 3 months ago
Sunday, July 5th
Episode 34
Happy 4th of July weekend. Today's show features Parts 1 & 2 of our Value of an Advisor series, a visit with our Estate Planning attorney covering c…
6 years, 3 months ago
Sunday, June 28
Episode 35
More volatility create tension as we near the end of the first half of the year. Our Sr Tax planner joins us to talk about mid-season tax planning c…
6 years, 3 months ago
Sunday, June 21
Episode 33
More volatility, a spike in coronavirus cases, and a huge retail sales number. Dave Spano and Mark Oswald cover the prior week and look ahead to the…
6 years, 4 months ago
Sunday, June 14
Episode 32
The Fed, the virus, and some vicious ups and downs in the markets. Plus, a preview of our Win-Win Charity webinar along with the steps you should ta…
6 years, 4 months ago
Sunday, June 7
Episode 31
A surprise positive jobs report turbocharges the market on Friday. Dave, Mark, and Derek discuss what it means for investors. If you have a family …
6 years, 4 months ago